Asset management

The new unit seeks to provide investors with fund-of-fund solutions.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

Nuveen has pared allocations to non-U.S. developed market equities, while JPMorgan is dialing back global stocks positions in favor of U.S. shares.

Data reported by the Investment Company Institute.

The winners of this year’s NICSA NOVA awards highlight how disruptive technology and product development are reshaping the space.

Stellar U.S. economic data, hawkish monetary expectations and strong commodity prices have pushed 10-year and 30-year Treasurys to breakout range.

The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together.

The firm is set to formally begin raising a new fund dedicated to this practice imminently, according to people familiar with the matter.